Take control of your financial future

Are you starting to wonder if you're really on track for retirement—or simply juggling too many financial responsibilities at once? This seminar is designed specifically for professionals and families who are balancing careers, college-bound kids, aging parents, and their own long-term goals.

Join us for a practical, no-fluff session that brings clarity to your financial picture. We’ll cover:

• Retirement Readiness: How to assess where you stand and what adjustments you can make now

• Smart Investing: Strategies for the “sandwich generation” to grow wealth while managing life’s competing priorities

• Debt & Cash Flow Management: Practical approaches to regain control and reduce stress

• Insurance & Protection Planning: Why now is the time to evaluate life, disability, and long-term care coverage

• Tax-Efficient Strategies: How to keep more of what you earn and plan proactively

• Legacy and Family Planning: Planning not just for yourself, but for the ones you love

This isn’t just a seminar—it’s your opportunity to take action and build a financial plan that works for your real life. You'll leave with tools, checklists, and a clear next step to move forward.

Take control of your financial future.